Long Term Value
To ensure long term protection and growth of client portfolio by investing in shares of quality business and other assets at reasonable price
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -0.42% | -0.05% | -0.37% |
| 3 MONTHS | 1.53% | 3.31% | -1.78% |
| 6 MONTHS | 0.38% | 3.28% | -2.90% |
| 1 YEAR | 9.32% | 9.52% | -0.20% |
| 2 YEAR | 9.91% | 11.18% | -1.27% |
| 3 YEAR | 10.59% | 12.87% | -2.28% |
| 5 YEAR | 9.20% | 12.36% | -3.16% |
| SINCE INCEPTION | 9.23% | 11.97% | -2.74% |
| Year | Return |
|---|---|
| CY 2025 | 9.32% |
| CY 2024 | 10.22% |
| CY 2023 | 11.95% |
| CY 2022 | 5.04% |
| CY 2021 | 9.35% |
| CY 2020 | 16.66% |
| CY 2019 | 4.80% |
| CY 2018 | 3.72% |
| CY 2017 | 12.97% |
| CY 2016 | 0.16% |
| Year | Return |
|---|---|
| FY 26_YTD | 6.91% |
| FY 25 | 10.28% |
| FY 24 | 13.42% |
| FY 23 | 5.63% |
| FY 22 | 8.21% |
| FY 21 | 28.35% |
| FY 20 | -4.55% |
| FY 19 | 3.45% |
| FY 18 | 10.91% |
| FY 17 | 2.63% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Abhishek Chauhan is a veteran in Indian Equity market with over 17+ years of experience. He has extensive experience of evaluating long term business prospects of companies in India and APAC. He has experience in entrepreneurship, consulting and finance in India & Singapore. He is an alumnus of Tuck Business School at Dartmouth, IIM Ahmedabad and IIT Kanpur.
AMC: 1%
Hurdle: 10%
Profit Sharing: %
Year 1: 2%
Year 2: 2%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
